About this talk Join this session to kickoff our new Client-Centric Webinar series- workshops dedicated to showcasing a typical client interaction and how you can succeed using Morningstar Direct Advisory Suite. Discover how to transform a first-time client meeting into a success story. Learn to import, analyze, and compare client data efficiently using Morningstar Direct [...]
AI in Customer Success is evolving quickly. What started with assistants that summarise calls or draft emails has now advanced to intelligent agents that can run entire playbooks. Picture a renewal agent sending emails, making calls, updating the CRM, and escalating risks, all within the guardrails you define. This session will explore how Agentic AI [...]
Each month, DeepTarget hosts a Customer Success Webinar filled with industry news, helpful tips, innovations, and case studies to make your job easier. We highlight our best performing customers by announcing our Award Winners for the Campaign of the Month and the SuperSTAR of the month. Each Webinar is unique and designed with you in [...]
On September 25th, Wednesday Women cofounders Leslie Greenwood and Melissa Moody and Sarah Kiley from ChurnZero will host executive women in the DC area for delightful conversation and delicious coffee. Interested in joining us? Please register below. Location: Bluestone Lane Dupont Circle Coffee Shop 1150 Connecticut Ave NW, Washington, DC 20036 When: September 25, 2025 from 7:30-9:30 am EST This event is generously brought to [...]
Make real-life connections at our main event. We're bringing the entire Customer Success world to New York City for one week, providing thought-provoking content as the backdrop for meaningful conversations and relationships. The entire week is anchored by an incredible main event on Tuesday, September 30th at Convene (225 Liberty Street - inside Brookfield Place, [...]
Make real-life connections at our main event. We're bringing the entire Customer Success world to New York City for one week, providing thought-provoking content as the backdrop for meaningful conversations and relationships. The entire week is anchored by an incredible main event on Tuesday, September 30th at Convene (225 Liberty Street - inside Brookfield Place, [...]
For Gainsight’s Chief Revenue Officer, Marilee Bear, the first 90 days leading Customer Success were eye-opening. Complex incentives, fuzzy retention metrics, and buried expansion signals made it challenging to forecast growth with confidence. In this exclusive session, Marilee shares how she redefined the role of CS from a support function to a revenue lever, and [...]
Take control of your career with our six-week leadership program that’ll turn you into a bonafide customer success leader. Next cohort start date: October 7th Fortify your résumé for future promotions with a leadership certification. Uncover exclusive expert insights that you won’t find on your LinkedIn feed. Learn how to maximize the potential of customer [...]
About this talk In today's rapidly evolving digital landscape, managing secrets such as API keys, credentials, and other sensitive information is crucial for maintaining security and operational efficiency. The "Secrets Management 101" webinar will provide a comprehensive overview of the challenges associated with secrets management and present effective solutions to address these issues. We will [...]
In our lunch & learn webinar series, Caroline Depierre (pollup.ai) and Christiane Kaiser (kaiser-cx.com) share how Customer Success teams can adopt AI in a practical, hands-on way. From identifying where to start, to automating communication touchpoints, to building AI agents and automations that actually work. Session #5 on the 10th October is all about Building [...]